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Event Description

The South Carolina Planned Giving Council and SCACPA, in cooperation with Greenwood Community Foundation, Self Regional Healthcare Foundation and the Financial Planning Association of SC presents a day of planned giving education.


CFP and CLE credit has been applied for.

Major Subjects

Planned Giving 101
Planned Giving Implications for CPAs & Financial Planners 
Ethics for Tax Practitioners before the IRS and SC Department of Revenue

Discussion Leaders

Neil Brown, CPA, MAcc, CFP

James Rourke, CPA, JD, LL.M

Hugh Haskins, CPA

Sam Head, CPA

Elizaeth Wingard, CPA